Certainly agree that solar without a PPA or firming is becoming vulnerable to the duck curve.
On the other hand:
- low/negative power prices are less prevalent in NSW than, say QLD
- low/negative prices may be common in spring when temperatures are mild, however this is unlikely to extend into summer when higher temperatures will increase daytime power use (air conditioning)
- there's little doubt Genex management are well aware of electricity market reality and have entered into the Jemalong project with their eyes open
Ann: GNX Receives Lender Credit Approval for Jemalong and KS1, page-12
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Last
26.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $367.0M | |||
| Open | High | Low | Value | Volume |
| 27.0¢ | 27.0¢ | 26.5¢ | $1.537M | 5.700M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 33 | 31741663 | 26.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 27.0¢ | 15648906 | 150 |
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| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
26.8¢ |
Change
0.000 ( 0.93 %) |
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| Open | High | Low | Volume | ||
| 26.8¢ | 27.0¢ | 26.8¢ | 416679 | ||
| Last updated 15.59pm 03/05/2024 ? | |||||
| GNX (ASX) Chart |